Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.67M Sell
2025
Q1
$2.83M Sell
2024
Q4
$4.69M Sell
2024
Q3
$4.15M Buy
2024
Q2
$4M Sell
2024
Q1
$5.2M Sell
2023
Q4
$5.05M Sell
2023
Q3
$5.96M Buy
2023
Q2
$5.4M Sell
2023
Q1
$5.38M Sell
2022
Q4
$6.13M Buy
2022
Q3
$5.63M Sell
2022
Q2
$10M Buy
2022
Q1
$9.97M Buy
2021
Q4
$8.07M Buy
2021
Q3
$6.22M Buy
2021
Q2
$5.02M Buy
2021
Q1
$2.76M Buy
2020
Q4
$410K Buy